“Retire Your Way” Podcast-Click HERE to Listen!

Click To Call

We can help you determine if a rollover is the right move for you, and we can help find the best vehicle to help conserve and grow your rollover assets.

IRA, 401(k) & 403(b) Rollovers

When you change jobs or retire, there are five things you can generally do with the assets in any employer-sponsored retirement plan:
  1. Leave the money where it is.
  2. Take the cash (and pay income taxes and perhaps a 10 percent additional federal tax if you are younger than age 59½.
  3. Transfer the money to another employer plan (if the new plan allows).
  4. Roll the money over into a self-directed IRA.
  5. Roll the money over into a Roth IRA (if it makes sense for your tax planning?).
Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement. a self-directed IRA puts you in more control of your retirement funds. Rolling over from a qualified plan to a Roth IRA allows your money to continue growing tax-deferred with future distributions in retirement being Tax-Free. We can help you determine if a rollover is the right move for you.

For Your No Cost, Complimentary Visit, Click Below

How can we help you with your planning? What are Your Goals & Concerns?

Visit With Us

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, call us at 559-230-1648 today! We are an independent financial services firm helping individuals create retirement and income strategies using a variety of investment and insurance products to custom suit their needs and objectives.

At Soutas Financial & Insurance Solutions, Inc., we offer you the following services:

(Click the images below to learn more about each service)

Retirement Income Strategies

Wealth Accumulation Strategies

Asset Protection

Long-Term Care Strategies

Legacy Planning

Tax Planning Strategies

IRA, 401(k) & 403(b) Rollovers

Life Insurance

Annuities

Medicare

We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning
Recession Financial Planning Fresno, CA

Will A Recession Rob Your Retirement? A complimentary 20-minute Strategy Visit with Soutas Financial can help ensure you and your family are supported — even if the economy takes another dip.

This field is for validation purposes and should be left unchanged.

California Insurance License # OK48173

Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, or performance data. Any mention of a particular security, portfolio of securities, transaction, investment or planning strategy is not an indication that it is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to adviserinfo.sec.gov and search by our firm name or by our CRD #175083. Any comments regarding safe and secure investments, or Guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory services offered through Foundations. Rates and Guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. This is not endorsed by the U.S. government or associated with any federal Medicare program.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

ADV Part 2A & Form CRS | Privacy Policy | Terms of Use | Sitemap